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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Small Cap Value I
Price$80.34
Change-$0.60 (-0.74%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HWSIX Comparison Chart
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DFSVX vs. HWSIX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a StrongBuy and HWSIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. HWSIX (827M). DFSVX pays higher dividends than HWSIX: DFSVX (1.44) vs HWSIX (0.57). DFSVX was incepted earlier than HWSIX: DFSVX (32 years) vs HWSIX (39 years). HWSIX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HWSIX: DFSVX (0) vs HWSIX (250000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. HWSIX (15.87). HWSIX (56.36) and DFSVX (55.21) have equivalent 5 years return.
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 39 years | - |
| Gain YTD | 8.788 | 5.240 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 827M | 2,019% |
| Annual Yield % from dividends | 1.44 | 0.57 | 253% |
| Returns for 1 year | 22.84 | 15.87 | 144% |
| Returns for 3 years | 17.09 | 22.03 | 78% |
| Returns for 5 years | 55.21 | 56.36 | 98% |
| Returns for 10 years | 44.49 | 30.76 | 145% |
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